HOUSATONIC VALLEY ASSOCIATION INC

EIN: 066049295 501(c)(3) Environment

CORNWALL BRIDGE, CT

Total Revenue
$1,663,689
Total Expenses
$1,942,030
Total Assets
$1,844,997
Net Assets
$1,493,344
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1954
Legal Domicile
CT
Principal Officer
F ANTHONY ZUNINO
Tax Period
2023-07-01 to 2024-06-30

HOUSATONIC VALLEY ASSOCIATION INC, founded in 1954, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $1.9M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO PROTECT AND PRESERVE THE NATURAL ENVIRONMENT AND SCENIC BEAUTY OF THE HOUSATONIC RIVER WATERSHED BY FOSTERING ENVIRONMENTAL EDUCATION AND BEST PRACTICES FOR CONSERVATION AND LAND USE

Program Service Accomplishments

Program 1
Expenses: $1,067,302

WATER: INITIATING RIVER RESTORATION AND PROTECTION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED TO IMPROVE RIVER HEATH AND RESILIENCY THROUGH SEVERAL PROGRAMS INCLUDING BUT NOT...

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WATER: INITIATING RIVER RESTORATION AND PROTECTION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED TO IMPROVE RIVER HEATH AND RESILIENCY THROUGH SEVERAL PROGRAMS INCLUDING BUT NOT LIMITED TO: OUR BERKSHIRE CLEAN, COLD & CONNECTED RIVER RESTORATION PARTNERSHIP (HOUSATONIC, HOOSIC AND FARMINGTON RIVER WATERSHEDS IN MA) WHICH AIMS TO INCREASE THE PACE OF INSTREAM CULVERT UPGRADES AND RIVERBANK AND INSTREAM RESTORATION WORK TO IMPROVE RIVER FLOW, HEALTH AND AQUATIC HABITAT AND SIGNIFICANTLY REDUCE COSTLY AND DANGEROUS FLOOD RISK; READYING MULTIPLE CULVERT REPLACEMENT PROJECTS IN BERKSHIRE AND WESTERN CONNECTICUT COMMUNITIES; LEADING THE TENMILE (NY) WATERSHED COLLABORATIVE IMPLEMENTATION OF THE TENMILE WATERSHED RESTORATION AND ACTION PLAN; IMPLEMENTING THE STILL RIVER WATERSHED RESTORATION AND ACTION PLAN IN THE GREATER DANBURY, CT REGION; COMPLETING THE POOTATUCK RIVER WATERSHED RESTORATION AND ACTION PLAN TO SAFEGUARD AND RESTORE THE POOTATUCK RIVER WATERSHED RESTORATION AND ACTION PLAN TO SAFEGUARD AND RESTORE THE POOTATUCK RIVER IN NEWTOWN, CT; MONITORING AND RESTORING STREAM HEALTH AND HABITAT THROUGH RIPARIAN BUFFER AND RAIN GARDEN INSTALLATIONS AT MULTIPLE SITES ACROSS THE WATERSHED; COMPLETING STORM WATER MANAGEMENT AND POLLUTION REDUCTION ON WELLS BROOK, A HIGH PRIORITY BROOK IN DOVER, NY; CONTINUING RESTORATION WORK ON MACEDONIA BROOK IN KENT, CT, AND A WATERSHED PLAN FOR THE GREEN RIVER IN MASSACHUSETTS; HELPING LOCAL FARMS CURB NUTRIENT RUNOFF; AND WORKING WITH PARTNERS TO BETTER MANAGE AND PROTECT THE NATIONAL HOUSATONIC WILD AND SCENIC RIVER IN NORTHWEST CONNECTICUT. 7

Program 2
Expenses: $473,347

LAND: INITIATING LAND CONSERVATION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED THAT SUPPORT ENVIRONMENTAL RESILIENCY THROUGH INITIATIVES INCLUDING BUT NOT LIMITED TO: CONSERVING...

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LAND: INITIATING LAND CONSERVATION PROJECTS IN PRIORITY AREAS OF THE TRISTATE HOUSATONIC WATERSHED THAT SUPPORT ENVIRONMENTAL RESILIENCY THROUGH INITIATIVES INCLUDING BUT NOT LIMITED TO: CONSERVING MORE THAN 12,000 ACRES THROUGH FOLLOW THE FOREST AND MOST RECENTLY LEADING A COALITION OF PARTNERS TO CONSERVE 1,000+ ACRES OF HIGH QUALITY MEADOWS AND WOODLANDS STRETCHING FROM SALISBURY, CT INTO SHEFFIELD, MA, AND ANOTHER 1,364 ACRES OF WOODLAND AND WETLAND IN WINCHESTER, CT; EXPANDING FOLLOW THE FORESTS WOODLAND CONSERVATION CORRIDOR VISION AMONG PARTNERS IN THE HOUSATONIC WATERSHED AND SOUTH IN NEW YORK AND NORTH IN VERMONT; LEADING AND SUPPORTING THE LITCHFIELD HILLS GREENPRINT COLLABORATIVE, A REGIONAL CONSERVATION PARTNERSHIP OF 33 CONSERVATION ORGANIZATIONS IN NORTHWEST CONNECTICUT WORKING TO COLLECTIVELY INCREASE THE PACE OF CONSERVATION, AND ALSO COLLABORATING WITH AFFORDABLE HOUSING LEADERS TO FIND LOCAL LAND USE SOLUTIONS THAT ENABLE BOTH LAND CONSERVATION AND AFFORDABLE PLACES TO LIVE; SHARING MAPS AND DATA WITH PARTNERS OF CRITICALLY IMPORTANT CORE AND RIPARIAN FOREST, HEADWATER STREAM LANDS, STRATEGICALLY IMPORTANT WILDLIFE HABITAT LINKAGES, AND NEWLY PROTECTED LANDS TO ASSIST IN PRIORITIZING LAND CONSERVATION EFFORTS; PROVIDING MAPPING AND NATURAL RESOURCE ASSESSMENTS FOR LAND TRUSTS AND COMMUNITIES IN CT, MA AND NY AS WELL AS SUPPORT FOR STRATEGIC VISIONING AND COLLABORATION; ASSESSING AND SHARING THE IMPACTS OF SIGNIFICANT LAND USE PROPOSALS ACROSS THE HOUSATONIC WATERSHED; AND HELPING SHAPE CONSERVATION PRIORITIES IN NY AND NEW ENGLAND.

Program 3
Expenses: $139,965

EDUCATION: PROVIDING OUTDOOR EDUCATION, EXPLORATION, LIBRARY READINGS, HIKES, PADDLES, DINING OUT, AND MUCH MORE FOR CHILDREN AND FAMILIES THROUGH OUR CELEBRATE OUR WATERSHED EVENT SERIES; PROVIDING...

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EDUCATION: PROVIDING OUTDOOR EDUCATION, EXPLORATION, LIBRARY READINGS, HIKES, PADDLES, DINING OUT, AND MUCH MORE FOR CHILDREN AND FAMILIES THROUGH OUR CELEBRATE OUR WATERSHED EVENT SERIES; PROVIDING HANDS-ON LEARNING IN THE SUMMER WITH YOUTH AND INTERNS IN NY, CT AND MA; COMPLETING AN 8TH YEAR OF HOUSATONIC RIVER RECREATIONAL USER SURVEYS AND MAPPING TO INFORM A CONTINUING ASSESSMENT OF RECREATIONAL ACCESS AND MANAGEMENT NEEDS ALONG THE HOUSATONIC RIVER THAT BOTH PROTECTS RIVER ECOLOGY AND PROVIDES FOR SAFE PUBLIC ACCESS; CONTINUING HANDS-ON ENVIRONMENTAL SKILLS TRAINING WITH AT-RISK YOUTH IN THE GREATER DANBURY, CT AND AMENIA, NY REGIONS THROUGH OUR STILL RIVER AND TENMILE RIVER WATERSHED CONNECTIONS PROGRAM ENGAGING YOUTH IN INSTALLING RAIN GARDENS, REMOVING INVASIVE PLANTS, AND HELPING THE PUBLIC UNDERSTAND HOW TO PROTECT OUR WATERWAYS; CONTINUING HANDS-ON PUBLIC EDUCATION ON PROTECTING AND RESTORING RIVERS THROUGH BUFFER PLANTINGS, CLEAN UPS, AND WATER MONITORING ACROSS THE WATERSHED; SPEAKING AT MULTIPLE PUBLIC GATHERINGS ON A RANGE OF ENVIRONMENTAL TOPICS; AND EXPANDING SOCIAL MEDIA OUTREACH ON RIVER AND LAND CONSERVATION AND RECREATION.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,546,682
Program Service Revenue $5,673
Investment Income $19,141
Other Revenue $92,193
TOTAL REVENUE $1,663,689

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,313,494
Fundraising Expenses $37,760
Program Expenses $1,700,566
Other Expenses $628,536
TOTAL EXPENSES $1,942,030

Year-over-Year Comparison

2023 2022 Change
Revenue $1,663,689 $1,892,114 -0.1%
Expenses $1,942,030 $1,726,988 +0.1%
Net Income $-278,341 $165,126 -2.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
27
Volunteers
300

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LYNN WERNER EXECUTIVE DIRECTOR 40.00
Highest
$142,800 $7,140 $149,940
DAN HORAN DIRECTOR 1.00
Director
$0 $0 $0
D EVAN VAN HOOK DIRECTOR 1.00
Director
$0 $0 $0
ANN BARRETT DIRECTOR 1.00
Director
$0 $0 $0
CHARLOTTE CHAMPALIMAUD DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH MCGRAW DIRECTOR 1.00
Director
$0 $0 $0
REBECCA NEARY DIRECTOR 1.00
Director
$0 $0 $0
LOUIS HECHT DIRECTOR 1.00
Director
$0 $0 $0
JOSEPH ELLIS DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINE BARANSKI DIRECTOR 1.00
Director
$0 $0 $0
MICHAEL NESBITT DIRECTOR 1.00
Director
$0 $0 $0
F ANTHONY ZUNINO PRESIDENT 4.00
Officer Director
$0 $0 $0
BARTON JONES SECRETARY 4.00
Officer Director
$0 $0 $0
GEORGE S LOGAN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JAMES H MALONEY TREASURER 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,663,689 $1,942,030 $1,844,997 $-278,341
2023 $1,892,114 $1,726,988 $1,798,190 $165,126
2022 $1,665,905 $1,649,499 $1,440,297 $16,406
2021 $1,285,782 $1,267,324 $1,563,193 $18,458
2020 $1,601,698 $1,739,835 $1,333,103 $-138,137
2019 $1,652,407 $1,696,137 $1,373,105 $-43,730
2018 $1,916,922 $1,640,418 $1,740,116 $276,504
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